The Vox Markets Podcast

In this week’s New Year special – given the lack of corporate newsflow - smallcap equity analyst & capital markets commentator Paul Scott asked me to run through my top 20 UK stocks for 2025

Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following: 00:00 Edison Investment Research, type of investor & 2025 outlook 11:00 Smith & Nephew 14:10 Wise 21:35 UK life assurers eg Aviva, L&G, etc 23:10 Burberry 26:55 Aston Martin Lagonda 33:50 Vistry 40:05 Marshalls 43:30 Brave Bison 48:55 Volvere 52:50 Avingtrans 54:50 Camellia 59:45 DCC 1:05:50 Marlowe 1:10:05 Renishaw 1:16:35 Favourite 2 stock ideas for 2025 #SN. #WISE #AML #BRBY #VTY #MSLH #BBSN #VLE #AVG #CAM #DCC #MRL #RSW

European Green Transition's Aiden Lavelle and Jack Kelly join us to put the wrap on what's been an eventful year for the company, and one in which progress was made on several fronts. They also provide us with an insight into what's next in 2025?

Watch on YouTube In this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Macro calls for 2025 and the Trump 2.0 trade 11:35 Filtronic 15:50 Tristel 20:05 Sanderson Design 22:15 Puretech 23:20 Recent buys & sells 24:15 Tribal Group 31:10 Gulf Marine Services 35:40 The Property Franchise Group 38:15 Concurrent Technology 41:10 Chemring 44:20 MONY (formerly Moneysupermarket) 47:00 Dialight 49:45 Knights Group 53:05 Johnson Matthey 54:35 Funding Circle 1:00:10 Hill & Smith 1:02:00 Intercede 1:08:00 Beeks Financial 1:10:05 hVIVO 1:13:05 Watkin Jones 1:15:00 Spectra Systems 1:16:40 Zotefoams 1:20:20 Shoe Zone 1:23:10 Capita 1:26:40 Zigup (formerly Redde Northgate) Plus, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected]. FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI

In our recent interview with Mo Khan, CEO of hVIVO, we reflected on the company’s outstanding achievements in 2024 and gained insights into its ambitious roadmap for 2025. Under Mo’s leadership, hVIVO has solidified its position as a global leader in human challenge trials, achieving record revenues, expanding its client base, and leveraging its cutting-edge clinical trial models to accelerate drug and vaccine development.

Watch on YouTubeVox Markets interviews Craig Martin, Chairman of Dynam Capital, on Vietnam Holding Fund's stellar 2024, marked by outperformance, awards, and market growth. Craig highlights key drivers, top stocks, and exciting opportunities in Vietnam's evolving economy for 2025.

Watch on YouTube00:00 Edison Research, investing approach, returns & equity outlook for 202505:05 Distribution Finance Capital08:00 IG Group10:35 Creo Medical14:40 Renold15:30 Mincon17:55 Kooth21:45 Capita24:25 Advanced ADVT28:10 Gaming Realms29:10 DP Poland32:30 Animalcare35:25 Zegona Communications39:50 Made Tech42:30 Xaar48:10 Victrex51:30 Trufin54:55 Best stock idea for 2025

European Green Transition #EGT has released the final set of drilling results from its Olserum rare earths project. Aiden Lavelle joins us to tell us what it all means, both in terms of the geology and the upside, and in terms of plans to secure a partner to take the project to the next stage. He also talks about EGT's wider portfolio, and its positioning in the emerging green energy markets.

Watch on YouTube In this week’s live Exchange, uber smart UK investor Richard Crow (alias Cockney Rebel) & I discussed our latest thoughts on the following: 00:00 Edison research, 2025 outlook & stop losses. 09:25 Carclo 17:05 Liontrust Asset Management 25:05 Sabre Insurance 30:05 Capita 33:50 Audioboom 40:30 Warpaint 45:30 Creightons 51:00 Finseta 52:25 Card Factory & UK retailers 63:30 Shoezone 66:35 Gym Group 71:10 Onthebeach 76:05 International Consolidated Airlines and Carnival Cruises 80:05 Yu Group 83:25 Focusrite 88:55 Favourite stock idea for 2025

Watch on YouTube Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Investor sentiment, recruiters & recent buys/sells. 07:50 Equals 13:55 James Latham 17:35 Warpaint 21:45 Springfield and housebuilders 25:25 Premier Miton 29:55 Victrex 36:45 Boohoo 38:00 SSP Group 39:55 Card Factory 42:40 Zigup 46:15 IXICO 50:20 Onthebeach 54:45 De La Rue 57:35 Water Intelligence 59:30 Made Tech 62:25 Plexus 64:30 Avacta #EQLS #LTHM #W7L #SPR #PMI #VCT #BOO #SSPG #CARD #ZIG #IXI #OTB #DLAR #WATR #MTEC #POS #AVCT

Watch on YouTube Georgina Energy #GEX has announced significant progress regarding the permitting for the Mount Winter helium and hydrogen project in Australia. Chief executive Tony Hamilton joins to tell us more, and about next steps.

Watch on YouTubeRenalytix #RENX, specialises in AI-powered diagnostics for kidney disease. Executive Chairman Julian Baines, in an interview with Vox Markets, highlighted the company's FDA-approved test, KidneyIntelX, which predicts end-stage renal disease risk in diabetic patients, improving outcomes and reducing healthcare costs.

Watch on YouTubeGunsynd #GUN has rounded off a transformational year with news of extensive additional mineralisation on the Bear-Twit project in Canada. We're joined by executive chairman Hamish Harris to talk about that, as well as uranium and the way the company's assets are positioned locally and strategically. Will there be more deals next year? Never say never, says Hamish

Watch on YouTubehVIVO #HVO CEO, Yamin 'Mo' Khan announced an £11.5 million contract with an existing top-tier global pharmaceutical client to test an RSV antiviral candidate using hVIVO's Human Challenge Study Model. The Phase 2a trial is set to begin in the second half of 2025 at hVIVO's Canary Wharf quarantine facilities.

Watch on YouTubeCatch the highlights from IXICO's #IXI live presentation, where CEO Bram Goorden and CFO Grant Nash share insights into the company's Full Year Results and outline their ambitious expansion and growth strategy. Recorded on December 4th, 2024, this session provides valuable updates for shareholders and those interested in IXICO's role in advancing neuroscience through innovative medical imaging analysis. 00:00 - Introduction01:10 - Presentation 33:40 - Q&A

Watch on YouTube In this upbeat interview following today’s positive Sept FY24 results, CEO Bram Goorden and CFO Grant Nash of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 What IXICO does, its key USPs & growth opportunity. 06:05 Financial highlights, operating leverage and breakeven sales. 11:50 Expansion strategy and new product development. 18:55 FY25 outlook and closing remarks. IXICO will provide a live presentation to all existing and potential shareholders relating to their Full Year Results and IXICO's expansion and growth strategy via Vox Markets this afternoon. Register here > > https://streamyard.com/watch/tuGDjEfcp5K4

Watch on YouTubeIn this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of onward Opportunities, including:00:00 His investment approach & smallcap outlook for 202503:50 Windward08:45 Angling Direct12:20 Springfield Props16:25 Mpac22:05 Transense Technologies27:25 Synectics,33:25 Mission Group37:40 Vianet41:00 Likewise44:40 Alumasc48:35 Michelmersh51:50 Audioboom56:30 Smiths News1:00:50 React1:03:15 Northcoders1:07:20 B90 Holdings1:10:45 Favourite stock for 2025Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected].#ONWD #TRT #MPAC #WNWD #SPR #SNWS #ANG #VNET #SNX #TMG #LIKE #ALU #MBH #BOOM #REAT #CODE #B90

Watch on YouTube In this interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's synergistic £10.2m acquisition of Typhoo Tea. A beloved UK heritage brand that has been enjoyed by consumers for 120+ years and remains as one of the country’s top 5 tea names.

Watch on YouTubeTell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, rock star UK investor Paul Scott & I discussed our latest thoughts on the following:00:00 M&A boom and catalyst for smallcap re-rating04:45 ITV08:05 Kingfisher12:35 Auction Technology16:40 Paul’s buys this week18:50 Pets At Home & CVS Group23:05 Water Intelligence28:30 Beeks Financial30:55 Shearwater32:30 B&M Euro Value34:25 Macfarlane36:30 Essensys41:40 Supreme44:05 James Latham47:05 Spire Healthcare49:55 Evoke51:50 Anpario53:40 Gulf Marine Services54:55 Marks Electrical57:20 Getech57:50 Avingtrans59:50 Alpha Group International61:45 GlaxoPlus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected] by Vox Markets

Watch on YouTube Blencowe Resources #BRES has announced its involvement in Project SAFELOOP, a major European initiative that could have a major impact on demand for the company's graphite. Mike Ralston joins us to explain.

In this investing masterclass, accomplished UK fund manager Abby Glennie of Abrdn Investments walks me through her view of the markets and latest thoughts

Watch on YouTubeIn this Vox Markets interview, David Buik speaks with Tim Carroll and Sally McKone of Focusrite, who highlighted 2024 growth driven by innovation, acquisitions, and a diversified portfolio, positioning the company for success in 2025.

Watch on YouTube After releasing record H1 results today alongside upgrading FY'25 guidance - CEO Sandy Chadha and CFO Suzanne Smith of Supreme explain in this fascinating interview what's been driving the terrific top & bottom performance.

Watch on YouTube In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Investor vibe at Mello and 2025 equity outlook 05:05 Recent buys (Vistry) & sells (Facilities of ADF). 07:45 CML Microsystems (PH holds) 10:00 JD Sports 13:55 CMC Markets 17:10 hVIVO (vox client) 20:10 Jet2 24:05 Springfield Properties 26:40 Michelmersh Brick (PH holds) 31:30 Norcros 35:40 Auction Technology Group 39:50 Renold 44:40 Equals (PH holds & Vox client) 49:35 Spectra Systems 53:30 Yu Group 56:00 Card Factory 59:40 Macfarlane #VTY #ADF #CML #JD. #CMCX #HVO #JET2 #SPR #MBH #NXR #ATG #RNO #EQLS #SPSY #YU. #CARD #MACF

Watch on YouTube Pulsar Helium signed a processing and procurement deal with the billion-dollar company Chart Industries this week. Here to tell us about that, about the upcoming drill programme at the Topaz project in Minnesota, and about all the other impending newsflow, is Thomas Abraham-James

Following todays announcement that the FDA have approved Polarean its coil has been cleared for use with the GE HealthCare’s MRI systems, Polarean’s CEO, Chris von Jako talks exclusive to Vox Markets

European Green Transition has announced its latest batch of drilling results from its Olserum rare earths projects. Aiden Lavelle joins us to tell us what it all means and where the company goes from here

Watch on YouTube Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 GoodMoneyGuide 02:20 Science Group 05:45 Qinetiq 09:35 Warpaint 12:35 Will we get a Santa rally? 19:30 NEW BUY - Facilities of ADF (PS Holds) 23:05 Zoo Digital & new AIM IPO Winking Studios 27:05 Volex & TT Electronics 32:15 NEW BUY - CML Microsystems (PH Holds) 36:30 Cake Box 39:35 Van Elle 41:35 NEW BUY – IXICO (PH Holds & Vox client) 46:35 4Imprint 49:50 Zotefoams (PS holds) 52:45 Goodwin 54:45 Premier Miton & fund managers 59:55 TPXimpact 60:35 NWF, Luceco & Finseta A big thanks for today’s sponsor Goodmoneyguide #SAG #QQ. #W7L #ADF #ZOO #WKS #VLX #TTG #CML #CBOX #VANL #IXI #FOUR #ZTF #GDWN #PMI #TPX #NWF #LUCE #FIN

Watch on YouTube In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including: 00:00 Equity outlook 05:05 Funding Circle 08:45 Big Technologies 11:30 Solid State & possible read across to other UK defense stocks 15:00 Volex bid for TT Electronics 16:20 XPS Pensions 20:00 FRP Advisory 25:55 Ashtead Technology 28:50 hVivo 31:30 Hollywood Bowl 34:30 Warpaint 37:10 MP Evans 42:10 Zigup (formerly Redde Northgate) 45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs 51:00 Keller 55:05 Renew 58:30 Best stock idea for 2025 Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected] .

Watch on YouTubeOn today's Exchange, I was delighted again to speak to accomplished investor Leon Boros of Equity Strategies including:00:00 Equity outlook for 2025.05:20 Arcontech11:15 Fonix Mobile16:15 Bioventix22:55 CMC Markets23:45 Concurrent Tech28:45 Tracsis33:10 Journeo36:30 Novo Nordisk42:40 Sosandar50:50 NIOX Group54:15 Equals57:15 Polean Imaging59:40 Leon’s best horse-racing tip for 2025 (re Lady of Spain).

Watch on Youtube In this fascinating interview, CEO Martin Gouldstone of Oncimmune #ONC takes Vox through: 00:00. What the company does, its key USPs and how the proprietary IMMUNOinsights autoantibody profiling service helps Biopharma companies develop & monitor new drugs & precision medicines. 08:30 Current demand picture, breakeven revenue & Aug FY25 visibility.

Watch on YouTube In this fast-moving investing show, legendary UK investor Paul Scott & I discussed all things smallcap, alongside highlighting our latest thoughts on the following: 00:00 Paul’s new SCVR service on Substack 02:15 Impact of the Budget 08:00 Fallout from the US Presidential election 10:40 Hunting (PS holds) 15:50 Vistry 21:30 Michelmersh Brick (PH Holds) 25:50 OneSavingsBank 33:15 Kooth (PS holds) 37:50 Gooch & Housego (PS holds) 44:00 Smiths News 49:10 Plexus (PS holds) 53:45 Equals (PH holds & Vox client) 55:45 Venture Life (Vox client) 61:15 Anpario 64:10 Time Finance Plus, if anyone or any company would like to sponsor this new ‘Smallcap” series (re naming rights), then please feel free to contact me here or via my email [email protected] . Published by Vox Markets #HTG #VTY #MBH #OSB #KOO #GHH #SNWS #POS #EQLS #VLG #ANP #TIME

In this investing masterclass, accomplished UK small/midcap fund manager Chris McVey of Octopus Investments walks me through his view of the markets and latest thoughts on 15 stock ideas

▶ Watch on YouTube Blencowe Resources #BRES is raising £1.5 million through a placing and subscription, and a further £195,000 through a retail offering. The money will go towards the company's definitive feasibility study for the Orom-Cross graphite project. Here to tell us more, Blencowe Chief Executive Mike Ralston.

Good Life Plus CEO Charlie Chadd reveals impressive interim results and a bold 2025 outlook. Don’t miss the highlights!

Watch on YouTube In this upbeat interview, CEO Jerry Randall of consumer healthcare products firm Venture Life, takes me through last week’s potentially transformational £10m acquisition of specialist menopause & perimenopause company ‘Health & Her Ltd’. Here Jerry runs through the strategic rationale of the deal, targeted synergies, integration plan, funding and longer term opportunity.

CleanTech Lithium has updated the market on progress towards the completion of its pre-feasibility study at Laguna Verde, and on exploration and the commissioning of the pilot plant in the USA. There's also word on the appointment of a new chief executive, expected shortly. Steve Kesler joins us to tell us more

Watch on YouTube In this interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 His 1st impressions since joining in Aug’24 & what IXI does, alongside its key USPs & growth opportunities. 04:55 Orderbook development & why now is the right time for IXI to get its fair share of the market. 07:55 Pipeline conversion, importance of last month’s £4m fund raise to scale the business and possible M&A. 11:10 Growth in post marketing surveillance and aspirational longer term targets.

With on YouTube European Green Transition has released results from drilling at its Olserum rare earths project, Aiden Lavelle joins us to tell us what it all means.

Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including: 00:00 Approach to investing & outlook for equities 06:25 Hill & Smith 10:40 Victrex 15:45 Essentra & takeover premiums 20:40 XP Power 23:40 Alfa Financial 28:30 Accesso Technology 35:25 Trufin 40:35 Hunting 45:45 Lancashire Holdings 51:25 Quilter 58:00 Oxford Biomedica 64:10 Premier Foods 67:40 Volution 72:20 Thoughts on UK banking sector 74:25 Chemring 78:50 Favourite investing idea for 2025

Prospex Energy CEO Mark Routh discusses the recent success in deepening the Viura-1B well, which revealed additional gas reserves, enhancing the company’s production and revenue outlook. With production resuming on 15 October, Prospex anticipates increased income, particularly with rising gas prices, and has two new wells planned for 2025.

In this investing masterclass, accomplished multi asset fund manager Duncan MacInnes of Ruffer takes me through his latest view of the markets and thoughts on numerous asset ideas.

Watch on YouTube A busy few months lie ahead for Predator Oil & Gas #PRD, as it gears up to drill the potentially huge MOU-5 prospect in Morocco. Here to tell us about that, and about what else is going on at the company's other assets, is chief executive Paul Griffiths

In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Approach to investing & outlook for equities 07:35 Alliance Pharma 13:15 Marston's 17:50 Gulf Marine Services 21:25 Deepest of deep value investing 26:00 PZ Cussons 30:05 De La Rue 31:35 Watkin Jones 37:15 MJ Gleeson 41:15 Enquest 47:25 Avoiding falling knives & will #WJG need an equity raise? 53:15 Future 55:05 Costain 58:55 Sectors to avoid & UK recruiters 1:02:05 Eurocell 1:06:30 Renewi 1:10:05 Synthomer 1:105:20 Wynnstay 1:22:05 TT Electronics and XP Power 1:26:10 UK asset Managers & Liontrust #APH #MARS #GMS #PZC #DLAR #WJG #GLE #ENQ #FUTR #ECEL #COST #RWI #SYNT #WYN #TTG #XPP #LIO

Watch on YouTube In this Vox Markets interview, Hamish Harris, Executive Chairman of Gunsynd PLC, discusses the company’s recent high-grade copper and uranium discoveries at its Falcon Lake and Merlin projects in Canada. He highlights efficient cost-sharing with neighbouring companies and the strategic value of operating in Canada’s resource-rich region.

Watch on YouTube Charlie Chad, CEO of Good Life Plus, discusses the company’s growth to 40,000 subscribers in 2024 and raising £2 million for expansion. Good Life Plus offers daily luxury prize draws and perks like dining discounts and cinema tickets. Their consumer-first approach and effective marketing drive success.

In this episode, powered by ai, we explore Avingtrans' 2024 annual report. We break down their "Pinpoint, Invest, Exit" (PIE) strategy, record-breaking revenue, and why profits took a dip. With a booming energy division and bold investments in next-gen medical imaging, like helium-free MRI machines, we discuss whether Avingtrans has struck the right balance between stability and high-risk innovation. Tune in for insights into a company pushing boundaries and playing the long game

Watch on YouTube Metal's One #MET1 CEO Jonathan Owen gives an update on all the latest from the company's Scandinavian portfolio of critical minerals assets, and provides an overview of where these projects fit into the wider European and global economy.

Matt Timmins, joint CEO of Fintel, discusses strong financial growth, driven by acquisitions and fintech investments. Fintel's focus includes building a connected platform for intermediaries, expanding their customer base, and launching Matrix 360, a product comparison tool. Looking ahead, they aim to reduce debt and grow SaaS revenue.

In this masterclass of investing, accomplished UK smallcap investor Paul Scott of Stockopedia walks me through his view of the markets and latest thoughts on 24 companies